AUMdb

Brighton Beach 87 For Nj Inc.

State-registered Investment Adviser CRD 333158 · · www.phoenix-veritaswealthmanagement.com
☆ Save with Pro ADV data as of May 06, 2025
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Joseph A Iraci Registered representative May 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/06/2025 985 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges

Services

  • Financial planning services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2025.

View current Form ADV (SEC/IAPD) ↗